See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,336 | $79,449-70.6% | $189,557-87.7% | $85,850-72.8% |
| Participation rate | 39.3% | 66.0%-26.7pp | 78.4%-39.2pp | 69.3%-30.0pp |
| Annual return | 12.94% | 18.45%-5.5pp | 64.17%-51.2pp | 318.53%-305.6pp |
| Employer contribution / active EE | $1,032 | $2,081-50.4% | $4,412-76.6% | $2,565-59.8% |
| Participant deferral / active EE | $1,473 | $4,051-63.6% | $6,174-76.1% | $3,952-62.7% |
| Admin fee / account holder | $1,373 | $5,377-74.5% | $9,807-86.0% | $6,260-78.1% |